LA
Legacy Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,287
| Closed | -$623K | – | 38 |
|
|
2025
Q1 | $623K | Buy |
1,287
+49
| +4% | +$23.7K | 0.06% | 231 |
|
|
2024
Q4 | $659K | Sell |
1,238
-555
| -31% | -$295K | 0.06% | 223 |
|
|
2024
Q3 | $842K | Buy |
1,793
+52
| +3% | +$24.4K | 0.09% | 176 |
|
|
2024
Q2 | $744K | Buy |
1,741
+14
| +0.8% | +$5.98K | 0.09% | 164 |
|
|
2024
Q1 | $757K | Buy |
1,727
+77
| +5% | +$33.8K | 0.1% | 169 |
|
|
2023
Q4 | $627K | Buy |
1,650
+556
| +51% | +$211K | 0.08% | 177 |
|
|
2023
Q3 | $361K | Buy |
1,094
+13
| +1% | +$4.29K | 0.06% | 213 |
|
|
2023
Q2 | $359K | Sell |
1,081
-50
| -4% | -$16.6K | 0.05% | 201 |
|
|
2023
Q1 | $347K | Buy |
+1,131
| New | +$347K | 0.06% | 184 |
|
|
2019
Q3 | – | Sell |
-369
| Closed | -$54K | – | 127 |
|
|
2019
Q2 | $54K | Hold |
369
| – | – | 0.04% | 200 |
|
|
2019
Q1 | $47K | Buy |
+369
| New | +$47K | 0.02% | 220 |
|
|
2018
Q4 | – | Sell |
-369
| Closed | -$54K | – | 129 |
|
|
2018
Q3 | $54K | Hold |
369
| – | – | 0.03% | 222 |
|
|
2018
Q2 | $52K | Hold |
369
| – | – | 0.04% | 184 |
|
|
2018
Q1 | $52K | Buy |
+369
| New | +$52K | 0.04% | 159 |
|